Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.69 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 51631.31 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48432.25 Kr¶
PnL: ---------------------------------------> -655.32 Kr¶
DD now: ---------------------------------> -0.603 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-31 11:51:36.770594'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | 0.640000 | 3402.000000 | 222.000000 | 6.980000 | 3180.000006 |
| HMS Networks | 2 | -1.020000 | 774.000000 | 101.000000 | 15.010000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.300000 | 3545.540000 | 91.540000 | 2.650000 | 3453.999992 |
| SAAB B | 8 | 0.090000 | 3430.400000 | 53.400000 | 1.580000 | 3377.000000 |
| HEBA B | 70 | -1.410000 | 2684.500000 | 48.500000 | 1.840000 | 2636.000010 |
| Swedbank A | 3 | 3.150000 | 609.600000 | 45.600000 | 8.090000 | 564.000000 |
| Resurs Holding | 22 | 0.760000 | 613.580000 | 39.580000 | 6.900000 | 573.999998 |
| MedCap | 2 | -1.080000 | 458.000000 | 37.000000 | 8.790000 | 421.000000 |
| AcadeMedia | 12 | -0.610000 | 590.880000 | 33.880000 | 6.080000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.470000 | 381.300000 | 26.300000 | 7.410000 | 355.000000 |
| Fasadgruppen Group | 38 | 1.290000 | 4164.800000 | 23.800000 | 0.570000 | 4140.999992 |
| Intrum | 4 | 0.590000 | 542.600000 | 15.600000 | 2.960000 | 527.000000 |
| OEM International B | 7 | -1.790000 | 539.000000 | 11.000000 | 2.080000 | 527.999997 |
| Eastnine | 4 | -0.480000 | 501.600000 | 10.600000 | 2.160000 | 491.000000 |
| Norva24 Group | 16 | -0.580000 | 552.000000 | 9.000000 | 1.660000 | 543.000000 |
| Karnov Group | 9 | 0.000000 | 543.600000 | 7.600000 | 1.420000 | 536.000004 |
| Creaspac SPAC | 6 | -0.100000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.290000 | 247.440000 | 1.440000 | 0.590000 | 246.000000 |
| Securitas B | 6 | -1.330000 | 571.440000 | 1.440000 | 0.250000 | 570.000000 |
| Handelsbanken A | 5 | 0.550000 | 546.250000 | 0.250000 | 0.050000 | 546.000000 |
| Corem Property Group B | 59 | -0.910000 | 576.140000 | -0.860000 | -0.150000 | 576.999999 |
| Coor Service Management Hold. | 8 | -0.230000 | 530.000000 | -2.000000 | -0.380000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -3.280000 | 557.550000 | -4.450000 | -0.790000 | 562.000005 |
| Midsona B | 63 | -3.700000 | 573.300000 | -9.700000 | -1.660000 | 582.999984 |
| Boozt | 12 | -0.510000 | 1636.800000 | -17.200000 | -1.040000 | 1653.999996 |
| Sampo Oyj SDB | 7 | 0.000000 | 3832.500000 | -17.500000 | -0.450000 | 3850.000000 |
| Essity B | 2 | -0.760000 | 545.800000 | -28.200000 | -4.910000 | 574.000000 |
| CTEK | 13 | -2.230000 | 495.170000 | -38.830000 | -7.270000 | 533.999999 |
| International Petroleum Corp. | 5 | -2.800000 | 554.500000 | -40.070000 | -6.740000 | 594.565215 |
| Essity A | 4 | -1.260000 | 1094.000000 | -55.000000 | -4.790000 | 1149.000000 |
| Vivesto | 1368 | -2.070000 | 555.960000 | -57.040000 | -9.310000 | 612.999432 |
| Beijer Electronics Group | 27 | -1.780000 | 2986.200000 | -97.800000 | -3.170000 | 3083.999994 |
| OX2 | 22 | 0.680000 | 1794.100000 | -194.900000 | -9.800000 | 1989.000002 |
| Axfood | 15 | -0.220000 | 4036.500000 | -263.500000 | -6.130000 | 4300.000005 |
| Ovzon | 64 | -2.040000 | 3385.600000 | -610.400000 | -15.280000 | 3996.000000 |
| TOTAL | 48432.250000 | -655.320000 | -0.6027% | 49087.564636 |
Updated:¶
'2023-01-31 11:51:49.982675'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
